Wealth Management Senior Associate - Client Support

RBC Brewin Dolphin; Truro; On-site; GBP 45,000 - 60,000; Full time

Benefits offered by this job

Bonus

Flexible benefits

Competitive compensation

World-class training programme

Job summary

RBC Brewin Dolphin in the South West is seeking a Senior Associate to support Wealth Managers across Cornwall and Devon, developing expertise in client-facing wealth management. The role is permanent and full-time, requiring 4 days in the Exeter, Plymouth, or Truro offices.

You will assist with client servicing, paraplanning and report preparation, participate in client meetings in a support capacity, and help identify opportunities while ensuring regulatory compliance and high-quality service.

Qualifications

• Experience in wealth manager support roles is required.
• Robust knowledge of wealth management principles and the client advice process.
• Strong analytical, communication, and presentation skills.
• Excellent attention to detail with the ability to meet tight deadlines.
• Ability to learn from experience and adapt to new situations, with a proactive approach to professional development.

Responsibilities

• Assist with the management of client bases under the guidance of Senior Wealth Managers, supporting relationship maintenance and growth.
• Undertake paraplanning and technical support tasks, including preparation of reports and documentation to support client advice processes.
• Participate in client meetings in a support capacity, building confidence through collaboration with senior colleagues.
• Contribute to identifying new business opportunities and ensuring clients are referred to the appropriate team within RBC for specialist solutions.
• Work collaboratively across One RBC, engaging with functional colleagues and business units to enhance client service delivery.
• Maintain adherence to all regulatory requirements, FCA Conduct Rules, and RBC policies whilst ensuring good client outcomes.

Skills

Wealth management knowledge

Analytical skills

Communication skills

Presentation skills

Attention to detail

Education

CISI Level 4

CII Level 4

Job description

RBC Brewin Dolphin in the South West is seeking a Senior Associate to support Wealth Managers across Cornwall and Devon, developing expertise in client-facing wealth management. The role is permanent and full-time, requiring 4 days in the Exeter, Plymouth, or Truro offices.

You will assist with client servicing, paraplanning and report preparation, participate in client meetings in a support capacity, and help identify opportunities while ensuring regulatory compliance and high-quality service.